Have you

LOST YOUR FINANCE LEADER?

Do you need

BETTER FINANCIAL GUIDANCE?

Are you struggling to get

PROPER FINANCIAL REPORTING?

When Do You Need a Fractional CFO?

Many Clubs are experiencing turnover with their financial leader or are not satisfied with the level of guidance and reporting they are receiving.  Elevate has created a unique fractional CFO model that allows Clubs that cannot afford a CFO but need one to help elevate the Club’s finance department and reporting.

OUR THREE STEP PROCESS

1. Initial Discovery. We’ll develop a working understanding of your Clubs operation, discuss what is and isn’t working, and if possible perform an onsite visit. We the evaluate if there is a mutual fit.

2. CFO Assessment. We’ll take the info from the Initial Discovery and create a proposal and roadmap for the various CFO-level services the Club would benefit from.

3. Engagment. Most agreements are for a one year period during which time we’ll optimize your accounting functions, reviewing and streamline your financial reporting, and ensure financial data is readily available for making proper management decisions.

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What Type of Club is Ideally Positioned for a Fractional CFO?

The ideal club has at least one person on staff to handle the day to day accounting needs (answering member questions, posting member payments, preparing deposits, processing AP).  Elevate then can oversee all of those operations along with performing the needed CFO level tasks necessary for the Club to succeed.

Ideal for Small
to Medium
Clubs

Typically Clubs
with Between
$2M-$30M+
Per Year in
Revenue

Golf Club, Country
Club, Yacht Clubs,
City Clubs